Key Points Nvidia has driven massive growth despite spending little on capital expenditures. Despite challenges, Microsoft’s AI continues to deliver robust growth. Meta’s existing businesses continue to grow rapidly and have helped to foster its AI transformation. 10 stocks we like better than Nvidia › The sheer amount of capital expenditures (capex) spending on artificial … Read more
Advanced Micro Devices vs. Nvidia: What Revenue Growth Rates and Scale Reveal for Investors
The whipping post
Key Points Nvidia currently generates higher overall revenue, maintaining a substantial and rapidly expanding absolute scale advantage over Advanced Micro Devices. Nvidia has experienced consistent, rapid quarter-over-quarter revenue expansion, while Advanced Micro Devices has shown a much slower, relatively stable revenue trajectory over the same eight-quarter period. Investors should carefully watch whether the widening revenue … Read more
If I Had $10,000 to Invest Today, Here's the Trillion-Dollar Stock I'd Buy Instead of SpaceX
The whipping post
Key Points Space Exploration Technologies went public last month, and it’s already in the throes of a sell-off. SpaceX stock is still extremely expensive, so investors can probably find better values elsewhere. Nvidia supplies the best data center chips for artificial intelligence workloads, and its stock is trading at a very attractive valuation. 10 stocks … Read more
SK Hynix's $28 Billion Nasdaq Listing Would Be the Second-Biggest Share Sale Ever. Here's What Investors Should Know.
Key Points SK Hynix launched a U.S. listing to raise about $28 billion, set to price this week. It would rank as the second-biggest share sale in history, behind only SpaceX. Major investors have already indicated interest in up to $7 billion of the offering. 10 stocks we like better than Sk Hynix › One … Read more
Cerebras Stock: Wafer-Scale AI Offers Big Potential, Big Risks?
Cerebras Systems CBRS has built its investment story around a sharp break from conventional AI chip design. The company’s wafer-scale approach gives investors a clear growth narrative, but also a clear test. The question is whether Cerebras can turn speed, partner demand and cloud adoption into durable scale without letting delivery obligations, margins and data-center … Read more